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Divisadero Street Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,412,456,934
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SEZZLE INC · COM · 78435P105 · shares: $283,109,006
- CARVANA CO · CL A · 146869102 · shares: $274,049,073
- SUPER GROUP SGHC LIMITED · ORD SHS · G8588X103 · shares: $272,548,209
- DAVE INC · CLASS A COM NEW · 23834J201 · shares: $260,576,778
- HIMS & HERS HEALTH INC · COM CL A · 433000106 · shares: $208,349,538
- CELESTICA INC · COM · 15101Q207 · shares: $168,317,626
- RUSH STREET INTERACTIVE INC · COM · 782011100 · shares: $161,351,455
- SUPER GROUP SGHC LIMITED · ORD SHS · G8588X103 · shares · CALL: $125,445,900
- SHARKNINJA INC · COM SHS · G8068L108 · shares: $124,733,950
- CECO ENVIRONMENTAL CORP · COM · 125141101 · shares: $120,667,595
Reported holdings
142 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 12,000 shares | $2,244,240 |
| WINGSTOP INC | COM | 974155103 | — | 12,857 shares | $2,229,532 |
| ZUMIEZ INC | COM | 989817101 | — | 124,549 shares | $2,216,972 |
| FLUTTER ENTMT PLC | SHS | G3643J108 | — | 19,191 shares | $1,960,744 |
| NAPCO SEC TECHNOLOGIES INC | COM | 630402105 | — | 50,799 shares | $1,929,346 |
| PATTERN GROUP INC | COM SER A | 70339W104 | — | 70,000 shares | $1,763,300 |
| FRESHPET INC | COM | 358039105 | — | 29,583 shares | $1,748,947 |
| FOX FACTORY HLDG CORP | COM | 35138V102 | — | 100,000 shares | $1,694,500 |
| ONEWATER MARINE INC | CL A COM | 68280L101 | — | 143,755 shares | $1,620,119 |
| VERICEL CORP | COM | 92346J108 | — | 36,335 shares | $1,616,544 |
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | — | 100,000 shares | $1,394,000 |
| STITCH FIX INC | COM CL A | 860897107 | — | 311,747 shares | $1,281,280 |
| NETGEAR INC | COM | 64111Q104 | — | 52,065 shares | $1,215,718 |
| MAYVILLE ENGR CO INC | COM | 578605107 | — | 27,482 shares | $1,029,476 |
| MONDAY COM LTD | SHS | M7S64H106 | — | 13,832 shares | $1,001,298 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | — | 72,565 shares | $938,991 |
| PRIORITY TECHNOLOGY HLDGS IN | COM | 74275G107 | — | 129,404 shares | $863,125 |
| MEDIFAST INC | COM | 58470H101 | — | 79,839 shares | $847,092 |
| SENSUS HEALTHCARE INC | COM | 81728J109 | — | 278,485 shares | $841,025 |
| CHIME FINL INC | COM SHS CL A | 16935C109 | PUT | 39,100 shares | $800,768 |
| AMPLITUDE INC | COM CL A | 03213A104 | — | 100,000 shares | $765,000 |
| AVIS BUDGET GROUP INC | COM | 053774105 | — | 5,140 shares | $759,846 |
| ARGAN INC | COM | 04010E109 | — | 828 shares | $661,199 |
| LOVESAC CO | COM | 54738L109 | — | 38,115 shares | $636,139 |
| XOMETRY INC | CLASS A COM | 98423F109 | — | 6,363 shares | $614,157 |
| GAMBLING COM GROUP LIMITED | ORDINARY SHARES | G3R239101 | — | 305,694 shares | $580,819 |
| LIFEMD INC | COM | 53216B104 | — | 135,826 shares | $560,961 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | — | 5,459 shares | $470,566 |
| WORKIVA INC | COM CL A | 98139A105 | — | 9,567 shares | $464,095 |
| ALPHA TEKNOVA INC | COM | 02080L102 | — | 78,872 shares | $447,993 |
| VIANT TECHNOLOGY INC | COM CL A | 92557A101 | — | 34,613 shares | $438,201 |
| AVITA MEDICAL INC | COM | 05380C102 | — | 100,000 shares | $413,000 |
| WEBTOON ENTMT INC | COM | 94845U105 | — | 31,945 shares | $364,812 |
| J JILL INC | COM | 46620W201 | — | 21,452 shares | $340,443 |
| BLEND LABS INC | CL A | 09352U108 | — | 198,863 shares | $340,056 |
| 3D SYS CORP DEL | COM NEW | 88554D205 | — | 90,531 shares | $273,404 |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | — | 100,000 shares | $226,500 |
| CALIX INC | COM | 13100M509 | — | 5,670 shares | $211,604 |
| ZIPRECRUITER INC | CL A | 98980B103 | — | 49,510 shares | $185,663 |
| INOGEN INC | COM | 45780L104 | — | 18,413 shares | $118,764 |
| PURPLE INNOVATION INC | COM | 74640Y106 | — | 138,605 shares | $49,482 |
| GOGO INC | COM | 38046C109 | — | 12,272 shares | $38,043 |